David Lutz Portfolio
Invests via LifeGuide Financial Advisors LLC | Managed by David Isaac (Zak) Lutz, Douglas Kirt Denlinger, Derek Glen Mosley, Matthew Lawrence Hess
Invests via LifeGuide Financial Advisors LLC
Managed by David Isaac (Zak) Lutz, Douglas Kirt Denlinger, Derek Glen Mosley, Matthew Lawrence Hess
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David Lutz Profile
With a rich background in technology-driven investments, David Lutz has been instrumental in identifying emerging market opportunities within the digital landscape. His professional journey spans several high-growth startups where he played pivotal roles in shaping product strategies and guiding teams toward innovative solutions. As an investor-operator, he is deeply engaged with companies that leverage technology to enhance operational efficiencies and drive consumer engagement. Through strategic partnerships, he fosters collaboration between entrepreneurs and investors, creating pathways for sustainable growth. Lutz's expertise not only bridges gaps within the tech sector but also positions him as a significant contributor to advancements shaping the future of various industries.
With a rich background in technology-driven investments, David Lutz has been instrumental in identifying emerging market opportunities within the digital landscape. His professional journey spans several high-growth startups where he played pivotal roles in shaping product strategies and guiding teams toward innovative solutions. As an investor-operator, he is deeply engaged with companies that leverage technology to enhance operational efficiencies and drive consumer engagement. Through strategic partnerships, he fosters collaboration between entrepreneurs and investors, creating pathways for sustainable growth. Lutz's expertise not only bridges gaps within the tech sector but also positions him as a significant contributor to advancements shaping the future of various industries.
Investment Philosophy & Strategy
Capitalizing on the intersection of technology and investment, David Lutz excels at fostering innovation through strategic partnerships. His approach is characterized by a keen ability to identify transformative opportunities within dynamic sectors, focusing on early-stage ventures that exhibit substantial growth potential. By actively engaging with entrepreneurs, he not only supports operational enhancements but also guides teams toward impactful technological solutions. This commitment reflects a broader vision of creating value while navigating complex market landscapes. Engaging deeply in portfolio companies allows him to influence product development trajectories and drive competitive advantage across industries.
Capitalizing on the intersection of technology and investment, David Lutz excels at fostering innovation through strategic partnerships. His approach is characterized by a keen ability to identify transformative opportunities within dynamic sectors, focusing on early-stage ventures that exhibit substantial growth potential. By actively engaging with entrepreneurs, he not only supports operational enhancements but also guides teams toward impactful technological solutions. This commitment reflects a broader vision of creating value while navigating complex market landscapes. Engaging deeply in portfolio companies allows him to influence product development trajectories and drive competitive advantage across industries.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
55.45%
Gain +0.5%
Monthly
0.17%
Yearly
2.1%
Drawdown
31.68%
$343.09M
Equity
Holdings
$343.09M
Investment
$301.9M
$25.04M
Profit +$1.04M
Realized
-$16.15M
Unrealized
$41.19M
Dividends
$27.91M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$1.04M
Win %
67%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$4.67M
Win %
67%
This Month
Compared to last month
Gain
-1.31%
Profit
-$4.56M
Win %
67%
This Year
Compared to last year
Gain
-2.19%
Profit
-$7.67M
Win %
67%
DRN Direxion Daily Real Estate Bull 3X Shares
+2.47%
+$3,072.4 
CMI Cummins Inc.
+2.33%
+$3,733.2 
CAT Caterpillar Inc.
+2.13%
+$6,902.74 
MSFT Microsoft Corp.
+1.7%
+$7,438.09 
PPL PPL Corporation
+1.24%
+$3,699.84 
HD The Home Depot, Inc.
+1.06%
+$1,713.28 
PTL Inspire 500 ETF
+0.93%
+$27,172.56 
AMZN Amazon.com Inc
+0.82%
+$3,407.17 
VNQ Vanguard Real Estate ETF
+0.68%
+$28,507.13 
DFGR Dimensional Global Real Estate ETF
+0.63%
+$440,957.56 
WWJD Inspire International ETF
+0.63%
+$12,762.05 
WMT Walmart Inc.
+0.63%
+$4,072.86 
VO Vanguard Mid-Cap ETF
+0.57%
+$2,509.76 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$1,233 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$6,214.23 
VOO Vanguard S&P 500 ETF
+0.5%
+$18,061.24 
BHRB Burke & Herbert Financial Services Corp.
+0.49%
+$2,563.6 
ESGV Vanguard ESG U.S. Stock ETF
+0.48%
+$106,697.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$94,137.16 
PRXV Praxis Impact Large Cap Value ETF
+0.47%
+$28,438.74 
IBM International Business Machines Corporation
+0.43%
+$4,732.98 
VONV Vanguard Russell 1000 Value Index Fund
+0.37%
+$2,316.91 
XOM Exxon Mobil Corporation
+0.37%
+$3,894.85 
MKC McCormick & Company, Incorporated
+0.31%
+$2,368.66 
AZN AstraZeneca PLC American Depositary Shares
+0.29%
+$610.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.29%
+$101,135.97 
HSY The Hershey Company
+0.27%
+$1,160.15 
IBD Inspire Corporate Bond ETF
+0.2%
+$1,329.53 
MCD McDonald's Corporation
+0.19%
+$528.01 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.17%
+$346.04 
DFIC Dimensional International Core Equity Market ETF
+0.17%
+$32,336.59 
AAPL Apple Inc.
+0.16%
+$4,653.09 
GLD SPDR Gold Shares
+0.12%
+$848.84 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$53,155.1 
VB Vanguard Small-Cap ETF
+0.1%
+$455.61 
PNC The PNC Financial Services Group, Inc.
+0.07%
+$251.46 
VSGX Vanguard ESG International Stock ETF
+0.07%
+$12,043.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$5,921.15 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$1,551.52 
SCHP Schwab U.S. TIPS ETF
+0.06%
+$31,087.59 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$637.25 
PRXG Praxis Impact Large Cap Growth ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 609 | Longs Won 360/609 59% | Profit Factor 1.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $665,676.78 |
| Average Win $166,036.25 | Best Trade (Aug 02) $7.42M | Sharpe Ratio -10.98 |
| Average Loss -$139,483.34 | Worst Trade (Mar 31) -$10.54M | Z-Score 2.28 (97.71%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $41,119.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% |
| Consecutive Losing Trades | 2,457 | 2,211 | 1,966 | 1,720 | 1,474 | 1,229 | 983 | 737 | 491 | 246 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,617 | $2.11M | $2.87M | - | $762,779.19 | 36.14% | +0.162% |
| AMZN Amazon.com Inc | 1,642 | $362,019.68 | $416,205.95 | - | $54,186.27 | 14.97% | +0.825% |
| AZN AstraZeneca PLC American Depositary Shares | 1,328 | $240,394.57 | $208,482.72 | - | -$31,911.85 | -13.27% | +0.294% |
| BHRB Burke & Herbert Financial Services Corp. | 7,540 | $542,653.8 | $524,934.8 | - | -$17,719 | -3.27% | +0.491% |
| BRK-B Berkshire Hathaway Inc. | 450 | $218,596.5 | $228,150 | - | $9,553.5 | 4.37% | +0.543% |
| CAT Caterpillar Inc. | 382 | $406,791.81 | $330,892.22 | - | -$75,899.59 | -18.66% | +2.131% |
| CMI Cummins Inc. | 306 | $218,242.27 | $163,884.42 | - | -$54,357.85 | -24.91% | +2.331% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 777,969 | $23.65M | $35.32M | - | $11.67M | 49.35% | +0.287% |
 DFEM Dimensional Emerging Markets Core Equity 2 ETF | 165,470 | $4.24M | $6.73M | - | $2.49M | 58.65% | -0.245% |
| DFGR Dimensional Global Real Estate ETF | 2.59M | $68.46M | $69.98M | - | $1.52M | 2.22% | +0.634% |
| DFIC Dimensional International Core Equity Market ETF | 497,486 | $13.12M | $18.79M | - | $5.67M | 43.25% | +0.172% |
| DRN Direxion Daily Real Estate Bull 3X Shares | 15,362 | $145,485.11 | $127,658.22 | - | -$17,826.89 | -12.25% | +2.466% |
| ESGV Vanguard ESG U.S. Stock ETF | 161,663 | $14.21M | $22.38M | - | $8.18M | 57.57% | +0.479% |
| GLD SPDR Gold Shares | 1,806 | $345,385.06 | $686,316.12 | - | $340,931.06 | 98.71% | +0.124% |
| HD The Home Depot, Inc. | 573 | $197,154.09 | $162,812.22 | - | -$34,341.87 | -17.42% | +1.063% |
| HSY The Hershey Company | 2,698 | $508,887.74 | $435,565.12 | - | -$73,322.62 | -14.41% | +0.267% |
| IBD Inspire Corporate Bond ETF | 29,545 | $688,858.01 | $681,159.97 | - | -$7,698.04 | -1.12% | +0.196% |
| IBM International Business Machines Corporation | 4,956 | $942,399.1 | $1.1M | - | $160,484.36 | 17.03% | +0.431% |
| IEF iShares 7-10 Year Treasury Bond ETF | 506,239 | $51.67M | $45.07M | - | -$6.6M | -12.78% | +0.118% |
 JNJ Johnson & Johnson | 910 | $222,449.93 | $229,547.5 | - | $7,097.57 | 3.19% | -0.269% |
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FAQ
Which stocks have generated the highest profits for David Lutz?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. TIPS ETF - $5.02M, iShares 7-10 Year Treasury Bond ETF - $3.68M, Dimensional Global Real Estate ETF - $3.43M, Vanguard ESG International Stock ETF - $1.07M, and Dimensional International Core Equity Market ETF - $986,000.51. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard Real Estate ETF - $2.96M, iShares TIPS Bond ETF - $2.13M, Direxion Daily 20+ Year Treasury Bull 3X Shares - $1.88M, Direxion Daily Real Estate Bull 3X Shares - $1.29M, and Direxion Daily MSCI Emerging Markets Bull 3X Shares - $236,415.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Lutz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.91M earned over time. The largest contributors to dividend income include Vanguard Real Estate ETF - $6.35M, Schwab U.S. TIPS ETF - $5.21M, iShares 7-10 Year Treasury Bond ETF - $4.63M, Dimensional Global Real Estate ETF - $3.43M, and Vanguard ESG International Stock ETF - $1.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Lutz's monthly returns?
David Lutz's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can David Lutz's strategy be considered aggressive or moderate?
David Lutz's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow David Lutz's strategy?
David Lutz's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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